Peggy
Sherman
Briaud Financial Advisors
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About this Advisor
Peggy Sherman is a certified financial planner who works out of College Station, Texas, with a total of 15 years of relevant experience. Sherman currently works for Briaud Financial Advisors. They have worked at Briaud Financial Advisors for all of their career. Sherman is approved to work in Texas. Briaud Financial Advisors is a financial advisory company that has its headquarters in College Station, TX. It manages $664 million in total assets among its 1,855 client accounts, making it one of the bigger firms in the nation by assets under management. Of its 1,855 accounts, 63% are associated with high-net-worth individuals who have greater than $1 million in assets. Briaud Financial Advisors has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fees typically are based on the financial services provided. Fees billed by Briaud Financial Advisors can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Briaud Financial Advisors Brokerage Details
$664,291,001
11
1,855
$358,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Peggy Sherman Work History
Peggy has been registered as a financial advisor for 15 years.*
Briaud Financial Planning, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peggy Sherman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Briaud Financial Advisors
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
